VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,997 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 0.37 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $922,309 | +8.7% | 2,466 | 0.0% | 0.19% | +9.4% |
| Q1 2024 | $848,797 | +33.2% | 2,466 | +20.3% | 0.17% | +28.6% |
| Q4 2023 | $637,304 | +6.4% | 2,050 | -6.8% | 0.13% | -3.6% |
| Q3 2023 | $599,082 | -3.8% | 2,200 | 0.0% | 0.14% | +3.8% |
| Q2 2023 | $622,512 | +13.4% | 2,200 | 0.0% | 0.13% | +9.9% |
| Q1 2023 | $548,768 | +87702.9% | 2,200 | -24.9% | 0.12% | -13.6% |
| Q4 2022 | $625 | -99.9% | 2,931 | 0.0% | 0.14% | -10.8% |
| Q3 2022 | $627,000 | -4.0% | 2,931 | 0.0% | 0.16% | +0.6% |
| Q2 2022 | $653,000 | -23.5% | 2,931 | -1.2% | 0.16% | -14.8% |
| Q1 2022 | $854,000 | -10.5% | 2,968 | -0.2% | 0.18% | -6.6% |
| Q4 2021 | $954,000 | +5.5% | 2,973 | -3.6% | 0.20% | -2.5% |
| Q3 2021 | $904,000 | +2.1% | 3,083 | -0.1% | 0.20% | +2.6% |
| Q2 2021 | $885,000 | +10.5% | 3,085 | -1.0% | 0.20% | +5.9% |
| Q1 2021 | $801,000 | +35.5% | 3,116 | +33.7% | 0.18% | +28.5% |
| Q4 2020 | $591,000 | +12.8% | 2,331 | +1.3% | 0.14% | 0.0% |
| Q3 2020 | $524,000 | +12.4% | 2,300 | -0.2% | 0.14% | +6.7% |
| Q2 2020 | $466,000 | +28.0% | 2,305 | -0.9% | 0.14% | +10.7% |
| Q1 2020 | $364,000 | -14.8% | 2,325 | -0.9% | 0.12% | +8.0% |
| Q4 2019 | $427,000 | +8.7% | 2,345 | -0.8% | 0.11% | +3.7% |
| Q3 2019 | $393,000 | +0.3% | 2,365 | -1.5% | 0.11% | -1.8% |
| Q2 2019 | $392,000 | +4.5% | 2,400 | 0.0% | 0.11% | +4.7% |
| Q1 2019 | $375,000 | +9.0% | 2,400 | -6.2% | 0.11% | -1.9% |
| Q4 2018 | $344,000 | -16.5% | 2,559 | 0.0% | 0.11% | -6.9% |
| Q3 2018 | $412,000 | +0.7% | 2,559 | -6.3% | 0.12% | -6.5% |
| Q2 2018 | $409,000 | +1.2% | 2,730 | -4.1% | 0.12% | +0.8% |
| Q1 2018 | $404,000 | -0.2% | 2,846 | -1.0% | 0.12% | +2.5% |
| Q4 2017 | $405,000 | – | 2,876 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co of Tennessee | 256,175 | $95,811,396 | 34.28% |
| Rezny Wealth Management, Inc. | 318,706 | $119,199,231 | 31.88% |
| GOLDEN ROAD ADVISORS LLC | 97,307 | $37,787,387 | 31.16% |
| Fee-Only Financial Planning, L.C. | 118,864 | $44,456,138 | 29.93% |
| Safeguard Financial, LLC | 283,568 | $106,057,133 | 29.49% |
| Balentine LLC | 1,720,031 | $643,308,769 | 29.24% |
| Dougherty Wealth Advisers LLC | 88,938 | $33,263,701 | 29.07% |
| STEVENS CAPITAL PARTNERS | 143,528 | $53,680,781 | 27.70% |
| Blackston Financial Advisory Group, LLC | 155,977 | $46,287,143 | 25.90% |
| Mill Creek Capital Advisors, LLC | 2,663,497 | $996,174,634 | 25.36% |